$167.9M Total AUM
$134.3M Disc. AUM
-- 3Y CAGR
2 Employees
409 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-20-2026
- Office Locations
- 1
Office Locations
2046 W. Union Park Drive Phoenix AZ
About Lilliano Capital Management LLC
Lilliano Capital Management LLC is a Phoenix-based RIA. The firm has been operating for 0 years. Managing $167.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$167.9M AVG AUM / ADVISOR
$410.5K AVG AUM / CLIENT
0.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Eagle Atlas Vertex
Custodian
Ridge Wave Vital eagle
Investment Themes
Quantum focus Peak Matrix Matrix harbor
Investment Vehicles
Beacon element Wave optima
Services
North delta
Owner & Executives
J
JACOB N. PACINI
Chief Compliance Officer, Chief Investment Officer, Managing Member, Owner
- CRD
- #6196056
- Ownership
- 75% or more
(901) 861-5955
wave.optima@vitalcapital.com
in linkedin.com/in/optima-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $134,332,475 | $330,055 |
| Non-Discretionary | $33,549,933 | $16,774,967 |
| Total | $167,882,408 | $410,470 |
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Separately Managed Accounts
Total SMA Asset: $167,882,408
Equity - Exchange:
55.0% Cash:
45.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,161,909,462 | 55.0% |
| Cash | $3,405,198,650 | 45.0% |
| Total | $7,567,108,112 | 100.0% |